Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 3967 | 2,152,063,542 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| I3 VERTICALS INC COM CL A | Stock | 2051 | $10,758 | 470 | 0.00 | 470 | +Inf | 03-31-2024 | |
| SMITH & NEPHEW PLC SPDN ADR NEW | ADR | 2052 | $10,752 | 424 | 0.00 | 424 | +Inf | 03-31-2024 | |
| HOME BANCSHARES INC COM | Stock | 2053 | $10,712 | 436 | 0.00 | 436 | +Inf | 03-31-2024 | |
| AGILITI INC COM | Stock | 2054 | $10,686 | 1,056 | 0.00 | 0.00 | 6 | 0.57 | 03-31-2024 |
